River Wealth Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

River Wealth Advisors’s Portfolio BSCS Stock Details BSCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.43M	Sell	70,180 -1,196	-2%	-$24.4K	0.15%	93
2026 Q1	$1.46M	Buy	71,376 +2,146	+3%	+$44.1K	0.17%	91
2025 Q4	$1.43M	Sell	69,230 -1,387	-2%	-$28.6K	0.16%	93
2025 Q3	$1.45M	Buy	70,617 +1,703	+2%	+$35K	0.17%	94
2025 Q2	$1.41M	Buy	68,914 +9,142	+15%	+$186K	0.18%	98
2025 Q1	$1.22M	Buy	59,772 +5,797	+11%	+$117K	0.17%	94
2024 Q4	$1.09M	Buy	+53,975	New	+$1.09M	0.14%	106

Other funds holding BSCS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

River Wealth Advisors's BSCS Position: Q2 2026 in Review

River Wealth Advisors reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1.7% in Q2 2026, selling an estimated $24.4K and leaving 70,180 shares worth $1.43M. The position accounts for 0.15% of the portfolio, ranked #93.

River Wealth Advisors first reported a position in BSCS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q1 2026. 400 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

River Wealth Advisors held 70,180 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.43M as of Q2 2026.
River Wealth Advisors sold 1,196 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $24.4K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.15% of River Wealth Advisors's portfolio in Q2 2026, its #93 holding.
River Wealth Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
River Wealth Advisors's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $1.46M in Q1 2026.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.